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Strategies & Market Trends : Ride the Tiger with CD

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To: ogi who wrote (310591)7/27/2025 12:04:23 PM
From: Claude Cormier  Read Replies (1) of 312318
 
That looks like a very big deposit they are finding at Cisco, well located too. One caveat is that they are within the Cree community of Nemaska. I don't know what is the mood there at the moment after the story of Nemaska Lithium in Wabouchi.

At the moment the problem in the lithium industry is the price of lithium spodumene which is currently around USD 810 $. Spodumen deposits are not economic at that price. I am very convinced that the lows are in place and that prices will at least double in the next year or two.

Demand for lithium is soaring thanks for BESS all over the world. EV Sales are growing fast in Asia. They are moderate in Europe and steady in the USA where growth of 11.4% was observed in Q1-2025, despite Trump actions.

PMET could be a unique situation as well as others who will discover Cesium in their Lithium deposits. The question is: Is there a market for Cesium.
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